Daniel Brockley

Vice president, brand and content

Daniel Brockley is the head of content at Vanilla, where he and his team support advisors and clients with the resources they need to have more powerful estate planning conversations.

Prior to joining Vanilla, he led an industry-leading content program for TaxJar, a sales tax compliance platform, which was acquired by Stripe. Previously, he led brand, advertising, visual design and content as the director of brand creative at Axon. Before that, he worked as a writer and creative leader on the agency side for clients such as Microsoft, Amazon, Hulu, Starbucks, Homestreet Bank and more.

Practice and client management

How financial advisors can serve clients diagnosed with dementia

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

By Daniel Brockley

July 25